Client Relationship Coordinator
Arcadiaonsitemid$64K – $79K
Posted 1mo ago · via Workable
About this role
Position: Client Relationship Coordinator Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Meaningful Client Relationships That Make a Difference At Angeles Wealth Group, we believe exceptional client service is the foundation of every successful financial planning relationship. We help high-net-worth individuals and families prepare for and enjoy a successful retirement by delivering personalized advice, proactive service, and an outstanding client experience. We are seeking an experienced Client Relationship Coordinator to become an integral part of our growing team.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Arcadia. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at Jambalaya Group
- View →Financial Planning AssistantRochester, Minnesota, United States
- View →Client Service AssociateNew York, New York, United States
- View →Financial AdvisorIssaquah, Washington, United States
- View →Client Service SpecialistPhiladelphia, Pennsylvania, United States
- View →Financial Planning InternshipLeawood, Kansas, United States
- View →ParaplannerCalabasas, California, United States